Investment Operations Analyst
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We’re looking for an experienced Investment Operations Analyst to join our Asset Onboarding team within Investment Operations. You will play a key role in ensuring we deliver great outcomes for our users by maintaining high‑quality asset static data and managing new asset requests. You’ll work closely with external fund managers to gather required information, set up new assets, and ensure trading accounts are opened correctly and efficiently.
Accurate asset static data is critical to the smooth operation of our platform and impacts many downstream processes. While your primary focus will be in the Asset Onboarding team, we encourage a broad understanding of the full investment lifecycle — including trading, settlements, dividends, and corporate actions — giving you exposure across the wider operation.
This is a fast‑paced and engaging role where attention to detail is essential. You’ll be someone who enjoys improving processes, strengthening controls, and helping design solutions that allow us to better serve our clients while safeguarding their assets. You will need to understand the implications of your actions and operate within our risk framework.
A Bit About You
Your friends might describe you as the “super‑organised one” — always planned, always prepared, and always thinking one step ahead. You take the time to understand people and their needs, ask great questions, and can react quickly when problems arise.
We value cultural contribution as highly as technical ability, but we’d ideally like you to have:
- Previous experience in an asset onboarding, investment operations, or fund setup role, ideally within a wrap platform or asset management environment.
- Experience setting up new assets and opening fund manager trading accounts, including handling required documentation.
- Strong understanding of AML processes and experience completing checks on trading accounts.
A little about us
We’re the Nucleus Financial Platforms group and we help make retirement more rewarding.
People come first - whether it’s our colleagues, or the advisers and customers we support, we know that working in partnership and collaboration leads to the best outcomes. Together, we’ve shaped the platform to how it is today. We work hard, and we celebrate hard too.
Our ambition is to create a platform with a difference, putting the customer centre stage meant tearing up the rule book and starting from scratch. We’ve come a long way since then, but our mission remains just as focused. That’s why our culture, values, and social responsibility are things we keep at the top of our agenda – because we know they matter and have a big impact.
Our culture is one of the many things that sets us apart from the pack. We want to have an environment where our people feel that they can make a real difference, know they’ll be rewarded for their efforts and more importantly, enjoy themselves at work.
Are we a perfect match? Check out this video and find out!
Inclusion and diversity at Nucleus
As with most things in life, who cares, wins. We really care about inclusion.
For us it’s not a tick box exercise; inclusion and diversity are embedded in our culture and everything we do. It’s a commercial imperative. It isn’t about being PC. It’s about being future-relevant and durable. We owe it to ourselves and the industry to ensure we are playing our part in creating a fair, balanced and transparent financial services sector.
More diversity means broader experience, a wider set of perspectives and a better collective ability to problem-solve. And it means being more representative of customer groups, which supports areas such as product development.
At Nucleus, we offer a generous blend of benefits for the things that really matter to our people, including a non-contributory pension, bonus, enhanced parental leave, paid time off for emergencies, health and wellbeing initiatives and flexible working options.